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Institutional Shareholder Intelligence
Institutional Shareholder Intelligence

Using our proprietary database, we will identify your Institutional investors behind the custodians.

Institutional Shareholder Analysis

At LHA, we understand a stock’s trading characteristics and price are strongly influenced by who holds the shares. We start each client relationship with an in-depth ownership analysis of the company and its industry peer group, including historical trends. We do this so we can properly classify Wall Street’s perception of a client’s stock and construct effective outreach programs. On a quarterly basis, we update this analysis and examine changes in the shareholder composition to assess the alignment between a client’s messaging and its desired shareholder base and recommend next steps.

LHA Investor Relations is a leading strategic IR consulting agency. We partner with public and private companies to craft and implement effective, custom-designed IR programs that incorporate industry best practices. We are a leader in investor relations for small-cap companies for over 30 years. In implementing IR programs that build trust and transparency between our clients and Wall Street, we support capital market objectives by increasing awareness, managing expectations and enhancing reputations.

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